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Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1526
SRH Advisors
Kansas
$135K +$114K +1,884 +330%
CP
1527
Castleview Partners
Texas
$126K -$768K -12,706 -85%
CFD
1528
Creative Financial Designs
Indiana
$123K +$121 +2 +0.1%
Larson Financial Group
1529
Larson Financial Group
Missouri
$123K +$113K +1,875 +522%
BIA
1530
Bell Investment Advisors
California
$122K +$4.71K +78 +4%
CSB
1531
City State Bank
Iowa
$121K – – –
VC
1532
Vestor Capital
Illinois
$116K -$20.1K -333 -14%
RFA
1533
Resurgent Financial Advisors
Georgia
$114K -$1.27K -21 -1%
Emerald Mutual Fund Advisers Trust
1534
Emerald Mutual Fund Advisers Trust
Pennsylvania
$112K -$60.6K -1,003 -33%
TWM
1535
Tradition Wealth Management
Minnesota
$111K -$59.3K -981 -33%
RTC
1536
Riverview Trust Company
Washington
$106K +$74K +1,224 +173%
PK
1537
Pflug Koory
Nebraska
$106K +$60 +1 +0.1%
AIM
1538
Acropolis Investment Management
Missouri
$105K -$19K -314 -14%
Farmers & Merchants Investments Inc
1539
Farmers & Merchants Investments Inc
Nebraska
$104K -$13.3K -220 -10%
ECM
1540
Estabrook Capital Management
New York
$104K – – –
QC
1541
Quent Capital
New York
$103K +$32.3K +535 +40%
DCM
1542
Disciplina Capital Management
Tennessee
$101K – – –
CAC
1543
Core Alternative Capital
Georgia
$101K +$33.2K +550 +43%
JSAM
1544
J. Safra Asset Management
New York
$101K -$24.4K -404 -18%
HFM
1545
Hartford Financial Management
Connecticut
$98.8K – – –
HT
1546
Headlands Technologies
Illinois
$98.4K +$108K +1,793 New
Livforsakringsbolaget Skandia
1547
Livforsakringsbolaget Skandia
Sweden
$96.7K – – –
TFA
1548
Toth Financial Advisory
Virginia
$92.4K -$232K -3,838 -70%
MFA
1549
McClarren Financial Advisors
Pennsylvania
$91K +$423 +7 +0.4%
SAG
1550
Spotlight Asset Group
Illinois
$90.5K – – –